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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,122 | $138,114+2.2% | $125,391+12.5% | $134,545+4.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -16.79% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,573 | $5,246-70.0% | $4,816-67.3% | $4,742-66.8% |
| Participant deferral / active EE | $9,457 | $7,801+21.2% | $7,448+27.0% | $6,401+47.7% |
| Admin fee / account holder | $11,269 | $11,570-2.6% | $10,009+12.6% | $11,431-1.4% |